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Estate planning made simple
NIKE might be on to more than just sports with its "Just do it" campaign. Check out our Money Matters with Greg podcast with estate planning attorney, Tyler Gluth from Martz & Lucas for more. Found anywhere you pod and our @FarrallWealth YouTube Channel . Estate planning sounds heavy, yet it is simply a plan for who decides, who benefits, and who pays when life changes fast. The conversation begins with a simple truth: most adults lack even a basic will or power of attorne
Greg Farrall
Dec 11, 20253 min read


A Real Estate Market update
We recently sat down with our friend, Matt Evans, a broker-owner realtor at ReMax and @mattevansteam, to discuss his thoughts on real estate in 2025 and beyond. Mortgage headlines focus on rates, but rates are only one gear in a larger machine. Buyers and sellers feel the pinch of monthly math driven by taxes, insurance, and homeowners association fees just as much as interest costs. In our talk with Matt, we unpack why a quarter-point move can trigger activity without fixing
Greg Farrall
Dec 11, 20253 min read


HR solutions for small businesses do exist
Recently, on our Money Matters with Greg podcast, we discussed the issues with HR and the solutions available to help business owners manage the endless, rolling waves. We spoke with an HR Consultant at Paylocity, Mike Ramian, to lend his help. Small business owners feel the weight of payroll, compliance, and hiring more than anyone. Labor is the most significant expense and the hardest to manage when systems don’t talk to each other. This episode pulls back the curtain on h
Greg Farrall
Dec 9, 20253 min read


Mastering Strategies for Retirement Income Planning
Planning for retirement can feel like trying to solve a puzzle with missing pieces. You want to enjoy your golden years without financial stress, but how do you make sure your income lasts as long as you do? The good news is, with the right retirement income strategies, you can build a plan that fits your lifestyle and goals. Let’s dive into some practical tips and insights that will help you master the art of retirement income planning. Smart Retirement Income Strategies to
Greg Farrall
Nov 17, 20254 min read


Year-End Money Moves
Markets can surprise us, but our tax bill shouldn’t. That’s the spirit of this conversation: finish the year with intention and avoid last-minute scrambling on December 31. We start with context. After a choppy stretch, the S&P 500 rallied more than most expected, driven by resilient earnings and upbeat guidance in logistics and cloud infrastructure. Tech headlines created volatility, but the underlying theme remained steady: the market rewards profits, not promises. That bac
Greg Farrall
Nov 17, 20253 min read


Rare Earth Hype, Shutdown Noise, And Smart Investing
Markets have climbed to fresh highs, while headlines shift from trade talks to government shutdown drama, leaving many investors wondering what truly matters. The short answer is earnings, valuations, interest rates, and inflation still do most of the heavy lifting for long-term returns. Recent sessions saw strong third quarter earnings and brief pullbacks tied to offhand comments about trade meetings. Under the surface, sector rotations and sideways chop suggest a market tes
Greg Farrall
Nov 17, 20253 min read


Navigating Retirement: Strategies for a Secure Future
October 27, 2025 Greg Farrall, AIF®, CPFA®, CWS®, PPC® | CEO/Owner/Financial Advisor For retirees and those approaching retirement age, ensuring that savings will support a long retirement is crucial. This challenge has grown due to inflation over the past several years, which has eroded the purchasing power of cash savings. Today, prices remain elevated in key spending areas that affect retirees the most, including healthcare, housing, and everyday necessities. Even though
Greg Farrall
Oct 27, 20256 min read


The OBBA: Our Cliffnote Version
Over the past few weeks, we've received numerous requests for information on the One Big Beautiful Bill (OBBB). We hope this helps piece...
Greg Farrall
Jul 31, 20257 min read


How the OBBBA Supports Farmers in Indiana
In recent discussions with clients throughout Indiana and beyond, we have been exploring how the legislation emerging from Washington...
Greg Farrall
Jul 15, 20258 min read


Benefits to Business Owners of adding a new Retirement Plan
I recently graduated from the Goldman Sachs 10,000 Small Businesses (10KSB) program. Launched in 2009 by Goldman Sachs and the Goldman...
Greg Farrall
Jun 30, 20253 min read
Happy Independence Day and 5 key Investor Insights for the rest of 2025
June 27, 2025 Greg Farrall, AIF®, CPFA®, CWS®, PPC® CEO/Owner/Financial Advisor As we walk towards our favorite national Holiday...
Greg Farrall
Jun 27, 20257 min read


Don't Put All Your Fish in One Basket: The MPT Playbook
Photo by Mary Borozdina on Unsplash Modern Portfolio Theory (MPT) is one of the most influential frameworks in investment management,...
Greg Farrall
May 15, 20253 min read


Financial Planning as Your Anchor in Uncertain Times
Greg Farrall, AIF®CPFA®CWS®PPC® CEO/Owner of Farrall Wealth a Virtual Multi-Family Focused Office April 30, 2025 In today's volatile...
Greg Farrall
Apr 30, 20253 min read


Honoring the Guardians of the Tomb: The Silent Sentinels of the Unknown Soldier
Greg Farrall, AIF®CPFA®CWS®PPC® CEO/Owner of Farrall Wealth a Virtual Multi-Family Focused Office November 11, 2024 In the heart of...
Greg Farrall
Apr 30, 20256 min read


Financial Navigations: Understanding America's Debt Crisis
Understanding today's financial climate means grappling with the unprecedented national debt accumulated in recent years. Our blog post...
Greg Farrall
Feb 28, 20252 min read


What if I can't help my kid in college?
We have great kids, much like yourselves. Ours are now currently in or out of college. Every parent's greatest fear is when you can't...
Greg Farrall
Jul 16, 20242 min read


Shower with Love, Rinse and Repeat
By Greg Farrall, PPC®, CWS®, CPFA®AIF® We all have customer service stories that stand out—some horrifying, some that put a smile on our...
GREG FARRALL
May 23, 20243 min read


The One-Year Rule and Your Portfolio
As city dwellers, everyone knows that space is limited. Parking spaces are rented out for hundreds of dollars a month, apartments the...
Greg Farrall
May 23, 20244 min read


Why I Became a Financial Advisor
Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives....
Greg Farrall
May 8, 20244 min read
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